How do I...
How does my Quickbooks data integrate with VerticalResponse for Intuit?
This is a two step process:
- The first step is handled entirely by the Workplace Sync application, which you are prompted to install prior to installing the VerticalResponse for Intuit application. Workplace Sync allows you to import your QuickBooks data into your Intuit Workplace account where it can be accessed by VerticalResponse for Intuit.
- Once you've installed VerticalResponse for Intuit and setup the Workplace Sync application, you'll find an Import Tool widget on your VerticalResponse for Intuit Homepage. Use the widget to import your Customer records into your VerticalResponse for Intuit account.